Overview
Assets Under Management: $331 million
Headquarters: MEMPHIS, TN
High-Net-Worth Clients: 104
Average Client Assets: $2 million
Frequently Asked Questions
ENVISION FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321790), ENVISION FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
ENVISION FINANCIAL PLANNING, LLC is headquartered in MEMPHIS, TN.
ENVISION FINANCIAL PLANNING, LLC serves 104 high-net-worth clients according to their SEC filing dated September 30, 2024. View client details ↓
According to their SEC Form ADV, ENVISION FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ENVISION FINANCIAL PLANNING, LLC manages $331 million in client assets according to their SEC filing dated September 30, 2024.
According to their SEC Form ADV, ENVISION FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 513
Discretionary Accounts: 502
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 321790
Last Filing Date: 2024-09-30 00:00:00
Website: https://envisionfptn.com